finance

Generate compliant SQL for cost data analysis across fiscal years.

Updated Mar 5, 2026
One-click install
npx skills add https://github.com/yjzaaa/learn-claude-code-my --skill finance-yjzaaa
Or copy as Structured Prompt for Agent
Please help me install this Agent Skill.
Skill: finance
Source: https://github.com/yjzaaa/learn-claude-code-my/tree/main/skills/finance/finance
Command: npx skills add https://github.com/yjzaaa/learn-claude-code-my --skill finance-yjzaaa

SYSTEM DOCUMENTATION & REQUIREMENTS

💡 This Skill requires pyodbc, psycopg2, python-dotenv, and includes scripts (resource) and references (resource) components.

What problem does it solve?

This Skill automates SQL generation for cost data analysis, enabling budgeting/actual comparisons and allocation calculations without writing SQL manually.

Core Features & Use Cases

  • Intent analysis to map natural language questions to cost data queries
  • Dynamic SQL construction using cost_database, rate_table, and mapping data
  • Execution workflow that runs the generated SQL and returns structured results for budgeting, actuals, and allocations

Quick Start

Ask a natural-language question like FY25 IT Allocation to CT and the Skill will generate and run a single SQL query to return the result.

Frequently Asked Questions about finance

High-intent search queries and answers about installing and using this skill.

FAQPage Schema
How do I generate SQL for budget vs actual cost analysis without writing queries manually?

To generate SQL for budget vs actual cost analysis, you can use natural language questions to automatically construct compliant queries. The system maps your intent to cost data, supporting Budget1 and Actual scenarios across fiscal years, then executes the SQL to return structured results.

How does cost allocation work when joining multiple finance data tables?

Cost allocation works by enforcing dictionary normalization and four-way table joins across cost databases, rate tables, and mapping data. This ensures accurate, auditable outputs by applying safe defaults when combining allocation data from multiple finance sources.

Can I use pyodbc and psycopg2 to query finance datasets for fiscal year allocations?

Yes, you can query finance datasets using pyodbc and psycopg2 dependencies. The system connects to your finance database through these libraries, supporting fiscal year allocation queries and returning structured budget and actual comparison results.

What is the best way to compare budget and actual scenarios across different fiscal years?

The best way to compare budget and actual scenarios is by asking natural-language questions like specific fiscal year allocations. The system generates compliant SQL that joins cost databases and rate tables, returning structured results for budgeting and actuals without manual query construction.

Does dictionary normalization affect SQL query accuracy for cost data analysis?

Dictionary normalization directly improves SQL query accuracy for cost data analysis by standardizing data structures before execution. Combined with four-way table joins and safe defaults, it ensures the generated queries produce auditable, accurate financial outputs.

What are the limitations of automating cost allocation SQL generation?

Automating cost allocation SQL generation requires specific dependencies like pyodbc, psycopg2, and python-dotenv. The system is limited to finance datasets supporting Budget1 and Actual scenarios, and relies on proper cost database, rate table, and mapping data structure availability.